McIlrath & Eck’s SVB Financial Group SIVB Stock Holding History

McIlrath & Eck’s Portfolio SIVB Stock Details SIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12	Closed	-$2.76K	–	981
2022 Q4	$2.76K	Hold	12	–	–	﹤0.01%	718
2022 Q3	$4K	Hold	12	–	–	﹤0.01%	697
2022 Q2	$5K	Hold	12	–	–	﹤0.01%	633
2022 Q1	$7K	Hold	12	–	–	﹤0.01%	594
2021 Q4	$8K	Hold	12	–	–	﹤0.01%	577
2021 Q3	$8K	Hold	12	–	–	﹤0.01%	566
2021 Q2	$7K	Hold	12	–	–	﹤0.01%	588
2021 Q1	$6K	Hold	12	–	–	﹤0.01%	579
2020 Q4	$5K	Hold	12	–	–	﹤0.01%	549
2020 Q3	$3K	Hold	12	–	–	﹤0.01%	572
2020 Q2	$3K	Hold	12	–	–	﹤0.01%	574
2020 Q1	$2K	Hold	12	–	–	﹤0.01%	598
2019 Q4	$3K	Hold	12	–	–	﹤0.01%	552
2019 Q3	$3K	Hold	12	–	–	﹤0.01%	541
2019 Q2	$3K	Hold	12	–	–	﹤0.01%	549
2019 Q1	$3K	Hold	12	–	–	﹤0.01%	549
2018 Q4	$2K	Hold	12	–	–	﹤0.01%	489
2018 Q3	$4K	Buy	+12	New	+$3.79K	﹤0.01%	429

Other funds holding SIVB

TAMH

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

McIlrath & Eck's SIVB Position: Q1 2023 in Review

McIlrath & Eck sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 12 shares — an estimated $2.76K sold.

McIlrath & Eck first reported a position in SIVB in Q3 2018 and held it in 18 quarters. The position peaked at $8K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

McIlrath & Eck reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
McIlrath & Eck sold 12 SVB Financial Group shares in Q1 2023, an estimated $2.76K.
McIlrath & Eck first reported a position in SVB Financial Group in Q3 2018 and held it in 18 quarters.
McIlrath & Eck's SVB Financial Group position peaked at $8K in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on McIlrath & Eck's 13F filing for Q1 2023, filed 9 May 2023.